High Net Worth Advisory Group
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High Net Worth Advisory Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

High Net Worth Advisory Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.98M Sell
38,035
-2,269
-6% -$185K 0.63% 38
2026
Q2 		$3.25M Sell
40,304
-3,460
-8% -$268K 0.69% 36
2026
Q1 		$3.14M Sell
43,764
-452
-1% -$33.6K 0.73% 34
2025
Q4 		$3.21M Buy
44,216
+3,004
+7% +$219K 0.74% 36
2025
Q3 		$3.03M Buy
41,212
+2,636
+7% +$189K 0.73% 36
2025
Q2 		$2.7M Buy
38,576
+300
+0.8% +$19.7K 0.71% 40
2025
Q1 		$2.48M Buy
38,276
+396
+1% +$26.6K 0.7% 39
2024
Q4 		$2.5M Buy
37,880
+1,332
+4% +$90.4K 0.7% 37
2024
Q3 		$2.41M Sell
36,548
-160
-0.4% -$10K 0.66% 38
2024
Q2 		$2.22M Buy
36,708
+1,064
+3% +$64.7K 0.67% 35
2024
Q1 		$2.23M Buy
35,644
+372
+1% +$22K 0.7% 34
2023
Q4 		$2.05M Buy
35,272
+3,244
+10% +$173K 0.76% 34
2023
Q3 		$1.67M Buy
32,028
+520
+2% +$28.5K 0.67% 41
2023
Q2 		$1.73M Sell
31,508
-1,228
-4% -$64.4K 0.67% 39
2023
Q1 		$1.73M Sell
32,736
-868
-3% -$46.2K 0.7% 39
2022
Q4 		$1.71M Sell
33,604
-316
-0.9% -$16.1K 0.67% 37
2022
Q3 		$1.59M Buy
33,920
+852
+3% +$44.5K 0.68% 38
2022
Q2 		$1.63M Buy
33,068
+2,032
+7% +$110K 0.68% 40
2022
Q1 		$1.84M Buy
31,036
+5,680
+22% +$333K 0.67% 37
2021
Q4 		$1.62M Buy
+25,356
New +$1.59M 0.56% 44

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

High Net Worth Advisory Group's VO Position: Q3 2026 in Review

High Net Worth Advisory Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.6% in Q3 2026, selling an estimated $185K and leaving 38,035 shares worth $2.98M. The position accounts for 0.63% of the portfolio, ranked #38.

High Net Worth Advisory Group first reported a position in VO in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.25M in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • High Net Worth Advisory Group held 38,035 shares of Vanguard Morningstar Mid-Cap ETF worth $2.98M as of Q3 2026.
  • High Net Worth Advisory Group sold 2,269 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $185K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.63% of High Net Worth Advisory Group's portfolio in Q3 2026, its #38 holding.
  • High Net Worth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • High Net Worth Advisory Group's Vanguard Morningstar Mid-Cap ETF position peaked at $3.25M in Q2 2026.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.